How to Schedule Import From CRM Using Vault Scheduler in Align?
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Updated December 08, 2017 15:02

Question:

How to schedule Import from CRM using Vault Scheduler in Align?

Answer:

To use the Vault Scheduler to automate a daily Import from CRM job for Veeva Align, follow these steps:

Step 1: Locate three Parameters in order to build the URL.

Align Server URL: hover over any record in Align and view the link's destination URL. Be sure the page is an Align page and not a Vault page.

Take note of the 1st URL sequence.

In the example below, the URL is: https://us-east-app-1.veevaalign.com.

This is the Align Server URL. Do not include the rest of the URL. Only use the first part.

Fixed URL String

Is always: /lr/api/latest/process/crmImport?vaulturl=${Vault.domain}&vaultid=${Vault.id}&vaultsess=${Session.id}&orgId=

Veeva CRM Org Id

The CRM Org Id is on the CRM Org record

Step 2: Create Scheduled Job in Vault Scheduler.

An Admin has the ability to create a Scheduled Job in Vault by navigating to Admin --> Operations --> Job Definitions. Complete the Scheduler Job with the following:

Job Title - provide any name. Suggestion: Include the Name of the CRM Environment

Status = needs to be an Active Job

Owner = needs to be an Admin

Run As = needs to be an Admin

Type = must be an External URL Call

Schedule - determined by customer. The only frequency supported at this time is Daily.

URL: Only the following 3-part URL syntax is supported:

<AlignServerURL> + <FixedURLString> + <VeevaCRMOrgId>

Example for a customer who is located in the US: https://us-east-1-app-1.veevaalign.com/lr/api/latest/process/crmImport ?vaulturl=${Vault.domain}&vaultid=${Vault.id}&vaultsess=${Session.id}&orgId=00DJ0000002le68MAA

Note: For Logging, Vault offers basic scheduler logging but it only illustrates if the scheduler is able to communicate with the Align Server or not. Full logging for the actual CRM Import process is found in the ensuing Process Task record. Vault logs for the scheduled job can be found on the Job Status page.

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